Wealth Managers

Our new suitability system has been created to bring risk alignment between a client’s measurable risk tolerance and their portfolio to life.

For the first time, you can expose your client to a system that delivers the best aspects of psychometric testing, and behavioral assessment in a single, highly engaging digital solution.

Reasons to be cheerful

  • checkSupports both discretionary & advisory practices
  • checkAdaptable to wide range of client base
  • checkSolution caters to mutil-asset class risk mapping, inclusive of value at risk
  • checkSupports diversified solution design